Choong Kim
Choong Kim is a registered investment advisor at Cetera Investment Advisers LLC, based in West Covina, CA, with 3 years of industry experience. Choong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1000 Lakes Drive, Suite 420, West Covina, CA, 91790
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Choong works with individuals, families, and businesses to help them achieve their financial goals through Strategic Fortune Wealth Management, marketing insurances and annuities. This takes a full-time commitment, with a few hours per week during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.